Big Picture Retirement

In this episode, we open the phone lines and talk directly with our listeners to answer their burning questions. Suzanne's Dilemma - Suzanne from California is on the brink of retirement and finds herself at a crossroads regarding her Social Security collection and marriage. With a mix of emotions, financial goals, and intricate social security rules, we navigated her through her options and potential benefits.   Richard's Inquiry - Richard from Massachusetts brought up a probing question about the SECURE Act, specifically regarding the 10-year rule for inherited IRAs. We got into the nuances of how the rule works, ensuring clarity for Richard and others in similar situations.   Sandra's Charity Vision - Sandra from West Virginia had a query about transferring money from her IRA directly to a charity, tax-free. Our hosts unveiled the benefits of the qualified charitable deduction and took a light-hearted detour discussing the evolution of church donation practices in recent years.   Mike's Calculation -